Lu Neuman

Investment Advisor Representative

 

Working with our advisors, Lu researches solutions for retirement and insurance needs.  She can answer general questions about long term care options, beneficiary designations, required minimum distributions,  qualified charitable distributions, social security benefits and many other topics.  Lu has been with Kusske Financial Management since 1992 and Kusske Financial Inc since 2018.

Lu met our founder Mary Kusske in 1982 when she began her career as a credit analyst at Fidelity Bank & Trust.  Lu likes to say their friendship has lasted longer than many marriages.  Mary, Jacque, and Lu look forward to many more adventures together

 

Securities Licensed 7, 24, 53, 63, 65
MN Insurance License 31217

 

 

Phone 952-895-6963
Fax 952-895-0718